Parallel Advisors’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $143K | Buy |
2,172
+426
| +24% | +$30.7K | ﹤0.01% | 1369 |
|
|
2025
Q4 | $117K | Buy |
1,746
+638
| +58% | +$43.1K | ﹤0.01% | 1382 |
|
|
2025
Q3 | $81.3K | Buy |
1,108
+100
| +10% | +$7.14K | ﹤0.01% | 1526 |
|
|
2025
Q2 | $66.1K | Sell |
1,008
-563
| -36% | -$36.8K | ﹤0.01% | 1576 |
|
|
2025
Q1 | $103K | Buy |
1,571
+452
| +40% | +$30.5K | ﹤0.01% | 1264 |
|
|
2024
Q4 | $76.3K | Buy |
1,119
+474
| +73% | +$35.9K | ﹤0.01% | 1405 |
|
|
2024
Q3 | $57.9K | Sell |
645
-133
| -17% | -$11K | ﹤0.01% | 1538 |
|
|
2024
Q2 | $63.6K | Buy |
778
+59
| +8% | +$4.99K | ﹤0.01% | 1399 |
|
|
2024
Q1 | $64.3K | Buy |
719
+151
| +27% | +$12.5K | ﹤0.01% | 1380 |
|
|
2023
Q4 | $46.8K | Sell |
568
-6
| -1% | -$442 | ﹤0.01% | 1461 |
|
|
2023
Q3 | $38K | Sell |
574
-123
| -18% | -$8.73K | ﹤0.01% | 1533 |
|
|
2023
Q2 | $50.7K | Buy |
697
+28
| +4% | +$1.92K | ﹤0.01% | 1395 |
|
|
2023
Q1 | $46.3K | Buy |
669
+33
| +5% | +$2.15K | ﹤0.01% | 1408 |
|
|
2022
Q4 | $36.4K | Buy |
636
+112
| +21% | +$6.26K | ﹤0.01% | 1423 |
|
|
2022
Q3 | $25K | Sell |
524
-105
| -17% | -$6.03K | ﹤0.01% | 1575 |
|
|
2022
Q2 | $34K | Buy |
629
+66
| +12% | +$3.96K | ﹤0.01% | 1423 |
|
|
2022
Q1 | $37K | Sell |
563
-37
| -6% | -$2.69K | ﹤0.01% | 1420 |
|
|
2021
Q4 | $52K | Buy |
600
+11
| +2% | +$839 | ﹤0.01% | 1295 |
|
|
2021
Q3 | $36K | Buy |
589
+18
| +3% | +$1.26K | ﹤0.01% | 1425 |
|
|
2021
Q2 | $41K | Buy |
571
+30
| +6% | +$2.07K | ﹤0.01% | 1336 |
|
|
2021
Q1 | $37K | Buy |
541
+8
| +2% | +$486 | ﹤0.01% | 1311 |
|
|
2020
Q4 | $29K | Sell |
533
-195
| -27% | -$10.7K | ﹤0.01% | 1327 |
|
|
2020
Q3 | $38K | Sell |
728
-7
| -1% | -$350 | ﹤0.01% | 1171 |
|
|
2020
Q2 | $34K | Buy |
735
+339
| +86% | +$14.8K | ﹤0.01% | 1189 |
|
|
2020
Q1 | $15K | Sell |
396
-82
| -17% | -$3.49K | ﹤0.01% | 1413 |
|
|
2019
Q4 | $23K | Sell |
478
-44
| -8% | -$2.13K | ﹤0.01% | 1332 |
|
|
2019
Q3 | $25K | Buy |
522
+381
| +270% | +$17.6K | ﹤0.01% | 1250 |
|
|
2019
Q2 | $7K | Sell |
141
-151
| -52% | -$7.4K | ﹤0.01% | 1696 |
|
|
2019
Q1 | $16K | Buy |
292
+135
| +86% | +$6.71K | ﹤0.01% | 1306 |
|
|
2018
Q4 | $6K | Buy |
157
+45
| +40% | +$2.07K | ﹤0.01% | 1495 |
|
|
2018
Q3 | $6K | Hold |
112
| – | – | ﹤0.01% | 1626 |
|
|
2018
Q2 | $6K | Hold |
112
| – | – | ﹤0.01% | 1512 |
|
|
2018
Q1 | $7K | Hold |
112
| – | – | ﹤0.01% | 1400 |
|
|
2017
Q4 | $7K | Hold |
112
| – | – | ﹤0.01% | 1414 |
|
|
2017
Q3 | $7K | Hold |
112
| – | – | ﹤0.01% | 1409 |
|
|
2017
Q2 | $6K | Hold |
112
| – | – | ﹤0.01% | 1487 |
|
|
2017
Q1 | $6K | Sell |
112
-22
| -16% | -$1.09K | ﹤0.01% | 1389 |
|
|
2016
Q4 | $6K | Buy |
+134
| New | +$6.46K | ﹤0.01% | 1284 |
|
Other funds holding AOS
VCM
VPM
